CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC
Cite this
Plain text CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC. furp.org, nonprofit organization profile, tax years 2011–2024. https://furp.org/org/chartered-alternative-investment-analyst-association-inc-371428113. Retrieved 2026-10-29.
APA furp.org. (n.d.). CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 29, 2026, from https://furp.org/org/chartered-alternative-investment-analyst-association-inc-371428113
MLA “CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION INC.” furp.org, tax years 2011–2024, https://furp.org/org/chartered-alternative-investment-analyst-association-inc-371428113. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2011–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $13.0M · expenses $12.5M · assets $9.7M
- Also known as
- CAIA
- EIN
- 37-1428113
- Address
- 11 AMITY ST, AMHERST, MA 01002-2214
- Website
- HTTPS://CAIA.ORG
- NTEE code
- S41
- Exempt type
- 501(c)(6): business league or chamber of commerce (corporation)
- Ruling date
- November 2003 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
THE CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC. (CAIA) IS A GLOBAL PROFESSIONAL CREDENTIALING BODY DEDICATED TO CREATING GREATER ALIGNMENT, TRANSPARENCY, AND KNOWLEDGE FOR ALL INVESTORS, WITH A SPECIFIC EMPHASIS ON ALTERNATIVE INVESTMENTS. A MEMBER-DRIVEN ORGANIZATION REPRESENTING PROFESSIONALS IN MORE THAN 95 COUNTRIES, CAIA ASSOCIATION ADVOCATES FOR THE HIGHEST ETHICAL STANDARDS. ESTABLISH THE CHARTERED ALTERNATIVE INVESTMENT ANALYST DESIGNATION AS AN EDUCATIONAL STANDARD IN THE INVESTMENT INDUSTRY, PROVIDE MEMBERS WITH COMPREHENSIVE KNOWLEDGE OF ALTERNATIVE INVESTMENTS, ADVOCATE HIGH STANDARDS OF PROFESSIONAL CONDUCT, PROMOTE PROFESSIONAL DEVELOPMENT THROUGH ONGOING EDUCATION, FACILITATE COMMUNICATION AMONG INDUSTRY PROFESSIONALS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
27 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| William Kelly | CEO UNTIL 12/31/24 | 2014-2024 | $575,189 | $5,499,842 | 1 |
| Kristaps Licis | SENIOR ASSOCIATE DIRECTOR OF EXAMS | 2011-2024 | $257,860 | $2,515,537 | 1 |
| Ruth Carolan | CLERK/CHIEF OPERATING OFFICER | 2011-2024 | $249,426 | $2,237,028 | 2 |
| John Bowman | EXECUTIVE VICE PRESIDENT | 2020-2024 | $447,494 | $1,892,338 | 1 |
| Aaron Filbeck | MANAGING DIRECTOR/HEAD OF UNIFI | 2023-2024 | $205,588 | $392,839 | 1 |
| Bradley Ambani | DIRECTOR OF FINANCE/TREASURER | 2023-2024 | $197,513 | $362,404 | 2 |
| Steven Novakovic | MANAGING DIRECTOR OF EDUCATIONAL PROGRAMS | 2024 | $196,373 | $196,373 | 1 |
| Christie Hamilton | DIRECTOR OF CONTENT AND RESEARCH | 2024 | $179,507 | $179,507 | 1 |
| Hossein Kazemi (former) | SENIOR ADVISOR, PROGRAMMING | 2011-2023 | $242,170 | $2,699,829 | 2 |
| Keith Black (former) | MANAGING DIRECTOR OF CURRICULUM & EXAMS | 2011-2021 | $268,649 | $2,686,803 | 2 |
| Millissa Allen (former) | MANAGING DIRECTOR, AMRS | 2014-2021 | $246,122 | $1,811,737 | 1 |
| Deborah Mclean (former) | GLOBAL HEAD OF DEI | 2013-2023 | $179,996 | $1,316,492 | 4 |
| Florence Lombard (former) | PRESIDENT & CEO - THRU MAR. 2014 | 2011-2014 | $144,878 | $1,248,009 | 2 |
| Nelson Lacey (former) | DIRECTOR OF EXAMS | 2011-2017 | $176,799 | $1,091,843 | 1 |
| Thomas A Porter (former) | COO & TREASURER (UNTIL OCT. 2013) | 2011-2013 | $236,319 | $683,842 | 2 |
| Donald Chambers (former) | ASSOC. DIR. OF CURRICULUM | 2011-2014 | $133,417 | $585,208 | 1 |
| Cynthia Cote (former) | CONTROLLER & ASSISTANT TREASURER | 2014-2016 | $132,371 | $384,607 | 1 |
| Robert Cliche (former) | DIRECTOR OF GBD, AMRS | 2011-2012 | $157,171 | $344,786 | 1 |
| David Belliveau (former) | DIRECTOR IT | 2015-2016 | $155,415 | $304,119 | 1 |
| Ruth Carolan Managing Dir (former) | OF GLOBAL OPERATIONS & SECRETARY | 2019 | $194,866 | $194,866 | 1 |
| Bhavin Patel (former) | DIRECTOR OF IT | 2012 | $123,095 | $123,095 | 1 |
| Sarah Auerbach (former) | DIRECTOR CMR | 2016 | $110,678 | $110,678 | 1 |
| Thomas Schneeweis (former) | EMERITUS MEMBER | 2011-2021 | $0 | $60,000 | 2 |
| Alexander Ineichen (former) | EMERITUS MEMBER | 2011-2021 | $0 | $40,000 | 1 |
| Peter Douglas (former) | DIRECTOR - THRU APR. 2014 | 2011-2014 | $0 | $30,000 | 2 |
| Edward Asche (former) | DIRECTOR | 2011 | $27,308 | $27,308 | 1 |
| Jane Buchan (former) | DIRECTOR | 2011-2018 | $0 | $20,000 | 1 |
Officers and directors, no compensation reported
21 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Valerie Sill | CHAIR OF THE BOARD | 2017-2024 | 1 | $0 reported | 1 |
| Dan Bienvenue | DIRECTOR | 2024 | 1 | $0 reported | 1 |
| Jayne Bok | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Elena Manola-Bonthond | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Gregory Brown | DIRECTOR | 2023-2024 | 1 | $0 reported | 1 |
| Elizabeth Burton | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Graeme Griffiths | DIRECTOR | 2021-2024 | 1 | $0 reported | 1 |
| William Ma | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Thomas Robinson | DIRECTOR | 2017-2024 | 1 | $0 reported | 1 |
| Anthony Cowell (former) | DIRECTOR | 2019-2023 | 1 | $0 reported | 1 |
| John Edward Inglis (former) | DIRECTOR | 2022-2023 | 1 | $0 reported | 1 |
| Melissa Ma (former) | DIRECTOR | 2015-2023 | 1 | $0 reported | 1 |
| Robert Derito (former) | DIRECTOR | 2011-2022 | 1 | $0 reported | 1 |
| David George (former) | DIRECTOR | 2017-2022 | 1 | $0 reported | 1 |
| Tom Robinson (former) | DIRECTOR | 2021-2022 | 1 | $0 reported | 1 |
| Jack Inglis (former) | DIRECTOR | 2015-2021 | 1 | $0 reported | 2 |
| Andrew Baker (former) | DIRECTOR (UNTIL 2/26/20) | 2011-2020 | 1 | $0 reported | 2 |
| Robert De Rito (former) | DIRECTOR | 2012-2020 | 1 | $0 reported | 2 |
| Grame Griffiths (former) | DIRECTOR (FROM 5/12/20) | 2020 | 1 | $0 reported | 1 |
| Mark Jp Anson (former) | DIRECTOR | 2013-2018 | 1 | $0 reported | 1 |
| Simon Ruddick (former) | DIRECTOR | 2015-2016 | 1 | $0 reported | 1 |
People by year
2024 · 17 people listed · 8 paid, $2.3M · 47 employees · 400 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM KELLY | CEO UNTIL 12/31/24 | 40 | $470,777 | $0 | $104,412 | $575,189 | 1 |
| JOHN BOWMAN | EXECUTIVE VICE PRESIDENT | 40 | $407,442 | $0 | $40,052 | $447,494 | 1 |
| KRISTAPS LICIS | SENIOR ASSOCIATE DIRECTOR OF EXAMS | 40 | $219,676 | $0 | $38,184 | $257,860 | 1 |
| RUTH CAROLAN | CLERK/CHIEF OPERATING OFFICER | 40 | $205,852 | $0 | $43,574 | $249,426 | 2 |
| AARON FILBECK | MANAGING DIRECTOR/HEAD OF UNIFI | 40 | $196,254 | $0 | $9,334 | $205,588 | 1 |
| BRADLEY AMBANI | DIRECTOR OF FINANCE/TREASURER | 40 | $163,984 | $0 | $33,529 | $197,513 | 2 |
| STEVEN NOVAKOVIC | MANAGING DIRECTOR OF EDUCATIONAL PROGRAMS | 40 | $182,195 | $0 | $14,178 | $196,373 | 1 |
| CHRISTIE HAMILTON | DIRECTOR OF CONTENT AND RESEARCH | 40 | $162,602 | $0 | $16,905 | $179,507 | 1 |
| VALERIE SILL | CHAIR OF THE BOARD | 1 | $0 | $0 | $0 | $0 | 1 |
| DAN BIENVENUE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAYNE BOK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ELENA MANOLA-BONTHOND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY BROWN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH BURTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GRAEME GRIFFITHS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS ROBINSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2023 · 19 people listed · 8 paid, $2.2M · 48 employees · 400 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM KELLY | CEO | 40 | $523,299 | $0 | $30,756 | $554,055 | 1 |
| JOHN BOWMAN | EXECUTIVE VICE PRESIDENT | 40 | $383,797 | $0 | $22,284 | $406,081 | 1 |
| HOSSEIN KAZEMI | SENIOR ADVISOR, PROGRAMMING | 30 | $214,070 | $0 | $28,100 | $242,170 | 2 |
| RUTH CAROLAN | CLERK/CHIEF OPERATING OFFICER | 40 | $205,169 | $0 | $29,219 | $234,388 | 2 |
| KRISTAPS LICIS | SENIOR ASSOCIATE DIRECTOR | 40 | $221,627 | $0 | $11,830 | $233,457 | 1 |
| AARON FILBECK | MANAGING DIRECTOR/HEAD OF UNIFI | 40 | $187,136 | $0 | $115 | $187,251 | 1 |
| DEBORAH MCLEAN | GLOBAL HEAD OF DEI | 40 | $171,428 | $0 | $8,568 | $179,996 | 4 |
| BRADLEY AMBANI | DIRECTOR OF FINANCE/TREASURER | 40 | $154,751 | $0 | $10,140 | $164,891 | 2 |
| VALERIE SILL | CHAIR OF THE BOARD | 1 | $0 | $0 | $0 | $0 | 1 |
| GREGORY BROWN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JAYNE BOK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ELENA MANOLA-BONTHOND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH BURTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY COWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GRAEME GRIFFITHS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN EDWARD INGLIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MELISSA MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS ROBINSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2022 · 15 people listed · 5 paid, $1.6M · 54 employees · 400 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM KELLY | CEO/PRESIDENT/TREASURER | 40 | $523,295 | $0 | $29,780 | $553,075 | 1 |
| JOHN BOWMAN | SENIOR MANAGING DIRECTOR | 40 | $367,605 | $0 | $20,880 | $388,485 | 1 |
| HOSSEIN KAZEMI | SENIOR ADVISOR, PROGRAMMING | 30 | $216,066 | $0 | $28,100 | $244,166 | 2 |
| KRISTAPS LICIS | SENIOR ASSOCIATE DIRECTOR | 40 | $218,570 | $0 | $11,663 | $230,233 | 1 |
| RUTH CAROLAN | CLERK/CHIEF OPERATING OFFICER | 40 | $197,942 | $0 | $27,607 | $225,549 | 2 |
| VALERIE SILL | CHAIR OF THE BOARD | 1 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH BURTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY COWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DERITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID GEORGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GRAEME GRIFFITHS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN EDWARD INGLIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MELISSA MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM ROBINSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2021 · 19 people listed · 7 paid, $2.1M · 48 employees · 400 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM KELLY | CEO/PRESIDENT/TREASURER | 40 | $528,330 | $0 | $26,000 | $554,330 | 1 |
| JOHN BOWMAN | SENIOR MANAGING DIRECTOR | 40 | $343,488 | $0 | $17,500 | $360,988 | 1 |
| KEITH BLACK | MANAGING DIRECTOR OF CURRICULUM & EXAMS | 40 | $243,934 | $0 | $24,715 | $268,649 | 2 |
| MILLISSA ALLEN | MANAGING DIRECTOR, AMRS | 40 | $223,322 | $0 | $22,800 | $246,122 | 1 |
| HOSSEIN KAZEMI | SENIOR ADVISOR, PROGRAMMING | 30 | $211,218 | $0 | $26,000 | $237,218 | 2 |
| KRISTAPS LICIS | SENIOR ASSOCIATE DIRECTOR OR EXAMS | 40 | $203,028 | $0 | $15,077 | $218,105 | 1 |
| RUTH CAROLAN | CLERK/CHIEF OPERATING OFFICER | 40 | $183,834 | $0 | $25,062 | $208,896 | 2 |
| ELIZABETH BURTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY COWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT DERITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID GEORGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GRAEME GRIFFITHS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK INGLIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MELISSA MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TOM ROBINSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| VALERIE SILL | CHAIR OF THE BOARD | 1 | $0 | $0 | $0 | $0 | 1 |
| ALEXANDER INEICHEN | EMERITUS MEMBER | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS SCHNEEWEIS | EMERITUS MEMBER | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 20 people listed · 7 paid, $2.0M · 49 employees · 400 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM J KELLY | PRESIDENT & CEO | 40 | $534,726 | $0 | $583 | $535,309 | 1 |
| KEITH BLACK | MANAGING DIR. OF CURRICULUM & EXAMS | 40 | $256,283 | $0 | $33,186 | $289,469 | 2 |
| JOHN BOWMAN | SR. MANAGING DIRECTOR | 40 | $273,100 | $0 | $16,190 | $289,290 | 1 |
| MILLISSA ALLEN | MANAGING DIRECTOR, AMERICAS | 40 | $213,832 | $0 | $35,533 | $249,365 | 1 |
| HOSSEIN KAZEMI | SENIOR ADVISOR, PROGRAMMING | 30 | $214,648 | $0 | $7,598 | $222,246 | 2 |
| KRISTAPS LICIS | SENIOR ASSOCIATE DIRECTOR OF EXAMS | 40 | $190,830 | $0 | $27,724 | $218,554 | 1 |
| RUTH CAROLAN | CHIEF OPERATING OFFICER | 40 | $172,224 | $0 | $30,513 | $202,737 | 2 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW BAKER | DIRECTOR (UNTIL 2/26/20) | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DE RITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JACK INGLIS | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 2 |
| MELISSA J MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID GEORGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS ROBINSON | DIRECTOR | 3 | $0 | $0 | $0 | $0 | 1 |
| VALERIE SILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY COWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GRAME GRIFFITHS | DIRECTOR (FROM 5/12/20) | 1 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH BURTON | DIRECTOR (FROM 9/8/20) | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM MA | DIRECTOR (FROM 9/8/20) | 1 | $0 | $0 | $0 | $0 | 1 |
2019 · 17 people listed · 7 paid, $1.9M · 59 employees · 400 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM J KELLY | PRESIDENT & CEO *SEE SCH.J PART III | 40 | $564,801 | $0 | $1,143 | $565,944 | 1 |
| KEITH BLACK | MANAGING DIR. OF CURRICULUM & EXAMS | 40 | $255,331 | $0 | $28,606 | $283,937 | 2 |
| MILLISSA ALLEN | MANAGING DIRECTOR, AMERICAS | 40 | $222,755 | $0 | $33,054 | $255,809 | 1 |
| HOSSEIN KAZEMI | SENIOR ADVISOR, PROGRAMMING | 30 | $204,173 | $0 | $7,626 | $211,799 | 2 |
| DEBORAH MCLEAN | MANAGING DIRECTOR OF GLOBAL RELATION | 40 | $168,335 | $0 | $32,355 | $200,690 | 4 |
| KRISTAPS LICIS | SENIOR ASSOCIATE DIRECTOR OF EXAMS | 40 | $172,692 | $0 | $26,371 | $199,063 | 1 |
| RUTH CAROLAN MANAGING DIR | OF GLOBAL OPERATIONS & SECRETARY | 40 | $164,066 | $0 | $30,800 | $194,866 | 1 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DE RITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JACK INGLIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MELISSA J MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID GEORGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS ROBINSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| VALERIE SILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANTHONY COWELL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2018 · 18 people listed · 7 paid, $1.8M · 53 employees · 375 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM J KELLY | PRESIDENT & CEO | 40 | $463,898 | $0 | $24,500 | $488,398 | 1 |
| KEITH BLACK | MANAGING DIR. OF CURRICULUM & EXAMS | 40 | $234,529 | $0 | $33,660 | $268,189 | 2 |
| MILLISSA ALLEN | MANAGING DIRECTOR, AMERICAS | 40 | $200,458 | $0 | $39,870 | $240,328 | 1 |
| HOSSEIN KAZEMI | SENIOR ADVISOR, PROGRAMMING | 27 | $196,389 | $0 | $7,609 | $203,998 | 2 |
| KRISTAPS LICIS | SENIOR ASSOCIATE DIRECTOR OF EXAMS | 40 | $165,448 | $0 | $30,757 | $196,205 | 1 |
| DEBORAH MCLEAN | MANAGING DIRECTOR OF GLOBAL RELATIONS | 40 | $168,485 | $0 | $19,248 | $187,733 | 4 |
| RUTH CAROLAN | MANAGING DIR. OF OPERATIONS | 40 | $154,169 | $0 | $30,964 | $185,133 | 2 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANE BUCHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DE RITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK JP ANSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK INGLIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MELISSA J MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID GEORGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS ROBINSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| VALERIE SILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2017 · 18 people listed · 7 paid, $1.7M · 48 employees · 350 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM J KELLY | PRESIDENT & CEO | 40 | $450,244 | $0 | $2,720 | $452,964 | 1 |
| KEITH BLACK | MANAGING DIR. OF CURRICULUM & EXAMS | 40 | $229,525 | $0 | $26,816 | $256,341 | 2 |
| MILLISSA ALLEN | DIR. BUSINESS DEVELOPMENT | 40 | $199,309 | $0 | $27,146 | $226,455 | 1 |
| HOSSEIN KAZEMI | PROGRAM DIRECTOR | 27 | $194,133 | $0 | $7,259 | $201,392 | 2 |
| RUTH CAROLAN | MANAGING DIR. OF OPERATIONS | 40 | $151,045 | $0 | $27,999 | $179,044 | 2 |
| NELSON LACEY | DIRECTOR OF EXAMS | 27 | $171,452 | $0 | $5,347 | $176,799 | 1 |
| DEBORAH MCLEAN | MANAGING DIR. OF EXTERNAL COMM. | 40 | $168,162 | $0 | $7,532 | $175,694 | 4 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANE BUCHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DE RITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK JP ANSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK INGLIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MELISSA J MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DAVID GEORGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| THOMAS ROBINSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| VALERIE SILL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2016 · 20 people listed · 11 paid, $2.2M · 39 employees · 350 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM J KELLY | PRESIDENT & CEO | 40 | $419,935 | $0 | $17,306 | $437,241 | 1 |
| KEITH BLACK | MANAGING DIR. CURRICULUM & EXAMS | 40 | $213,472 | $0 | $23,538 | $237,010 | 2 |
| MILLISSA ALLEN | DIR. BUSINESS DEVELOPMENT, AMERICAS | 40 | $192,765 | $0 | $22,549 | $215,314 | 1 |
| HOSSEIN KAZEMI | SENIOR ADVISOR, CAIA PROGRAM DIR. | 27 | $188,162 | $0 | $8,079 | $196,241 | 2 |
| KRISTAPS LICIS | SR. ASSOC. DIRECTOR OF EXAM | 40 | $154,369 | $0 | $19,551 | $173,920 | 1 |
| NELSON LACEY | DIRECTOR OF EXAMS | 27 | $164,925 | $0 | $4,670 | $169,595 | 1 |
| DEBORAH MCLEAN | MANAGING DIR. OF EXTERNAL RELATIONS | 40 | $159,225 | $0 | $5,672 | $164,897 | 4 |
| RUTH CAROLAN | MANAGING DIR. INTERNAL OPERATIONS | 40 | $140,633 | $0 | $19,402 | $160,035 | 2 |
| DAVID BELLIVEAU | DIRECTOR IT | 40 | $135,308 | $0 | $20,107 | $155,415 | 1 |
| CYNTHIA COTE | CONTROLLER & ASSISTANT TREASURER | 40 | $112,367 | $0 | $20,004 | $132,371 | 1 |
| SARAH AUERBACH | DIRECTOR CMR | 40 | $102,889 | $0 | $7,789 | $110,678 | 1 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANE BUCHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DE RITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK JP ANSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK INGLIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MELISSA J MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SIMON RUDDICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 19 people listed · 10 paid, $1.9M · 43 employees · 350 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM J KELLY | PRESIDENT & CEO | 40 | $393,429 | $0 | $9,789 | $403,218 | 1 |
| KEITH BLACK | MANAGING DIR. CURRICULUM & EXAMS | 40 | $194,560 | $0 | $28,996 | $223,556 | 2 |
| MILLISSA ALLEN | DIR. BUSINESS DEVELOPMENT, AMERICAS | 40 | $167,354 | $0 | $27,827 | $195,181 | 1 |
| HOSSEIN KAZEMI | SENIOR ADVISOR, CAIA PROGRAM | 27 | $168,439 | $0 | $8,381 | $176,820 | 2 |
| KRISTAPS LICIS | SR. ASSOC. DIRECTOR OF EXAM | 40 | $140,868 | $0 | $25,877 | $166,745 | 1 |
| DAVID BELLIVEAU | DIRECTOR IT | 40 | $124,057 | $0 | $24,647 | $148,704 | 1 |
| DEBORAH MCLEAN | MANAGING DIR. OF EXTERNAL RELATIONS | 40 | $139,450 | $0 | $8,026 | $147,476 | 4 |
| NELSON LACEY | DIRECTOR OF EXAMS | 27 | $140,924 | $0 | $6,128 | $147,052 | 1 |
| RUTH CAROLAN | MANAGING DIR. INTERNAL OPERATIONS | 40 | $118,597 | $0 | $26,996 | $145,593 | 2 |
| CYNTHIA COTE | CONTROLLER & ASSISTANT TREASURER | 40 | $108,846 | $0 | $27,076 | $135,922 | 1 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JANE BUCHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DE RITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK JP ANSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JACK INGLIS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MELISSA J MA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SIMON RUDDICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 18 people listed · 13 paid, $2.0M · 46 employees · 100 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM KELLY | PRESIDENT & CEO | 40 | $361,362 | $0 | $18,757 | $380,119 | 1 |
| KEITH BLACK | MANAGING DIR. OF CURRICULUM & EXAMS | 40 | $226,568 | $0 | $27,055 | $253,623 | 2 |
| HOSSEIN KAZEMI | SENIOR ADVISOR, CAIA PROGRAM | 27 | $175,939 | $0 | $8,140 | $184,079 | 2 |
| MILLISSA ALLEN | DIR. BUSINESS DEVELOPMENT, AMERICAS | 40 | $163,680 | $0 | $19,483 | $183,163 | 1 |
| KRISTAPS LICIS | SR. ASSOC. DIRECTOR OF EXAMS | 40 | $138,342 | $0 | $22,958 | $161,300 | 1 |
| NELSON LACEY | DIRECTOR OF EXAMS | 27 | $143,924 | $0 | $5,979 | $149,903 | 1 |
| FLORENCE LOMBARD | PRESIDENT & CEO - THRU MAR. 2014 | 40 | $140,157 | $0 | $4,721 | $144,878 | 2 |
| DEBORAH MCLEAN | MANAGING DIR. OF EXTERNAL RELATIONS | 40 | $135,549 | $0 | $7,957 | $143,506 | 4 |
| RUTH CAROLAN | MANAGING DIR. INTERNAL OPERATIONS | 40 | $110,958 | $0 | $23,950 | $134,908 | 2 |
| DONALD CHAMBERS | ASSOC. DIR. OF CURRICULUM | 18 | $129,604 | $0 | $3,813 | $133,417 | 1 |
| CYNTHIA COTE | CONTROLLER & ASSISTANT TREASURER | 40 | $105,174 | $0 | $11,140 | $116,314 | 1 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $10,000 | $0 | $0 | $10,000 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $10,000 | $0 | $0 | $10,000 | 1 |
| JANE BUCHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DE RITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK JP ANSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER DOUGLAS | DIRECTOR - THRU APR. 2014 | 1 | $0 | $0 | $0 | $0 | 2 |
2013 · 16 people listed · 12 paid, $1.7M · 39 employees · 100 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FLORENCE LOMBARD | PRESIDENT & CEO | 40 | $359,458 | $0 | $15,916 | $375,374 | 2 |
| THOMAS PORTER | COO & TREASURER (UNTIL OCT. 2013) | 40 | $212,753 | $0 | $23,566 | $236,319 | 2 |
| KEITH BLACK | DIRECTOR OF CURRICULUM | 40 | $187,148 | $0 | $24,624 | $211,772 | 2 |
| HOSSEIN KAZEMI | DIRECTOR OF CURRICULUM | 27 | $184,669 | $0 | $8,300 | $192,969 | 2 |
| KRISTAPS LICIS | SR. ASSOC. DIRECTOR OF EXAMS | 40 | $135,374 | $0 | $20,805 | $156,179 | 1 |
| NELSON LACEY | DIRECTOR OF EXAMS | 27 | $144,991 | $0 | $5,817 | $150,808 | 1 |
| DONALD CHAMBERS | ASSOC. DIRECTOR OF CURRICULUM | 18 | $115,363 | $0 | $3,335 | $118,698 | 1 |
| DEBORAH MCLEAN | DIRECTOR OF EXTERNAL RELATIONS | 40 | $109,217 | $0 | $7,283 | $116,500 | 4 |
| RUTH CAROLAN | DIRECTOR OF HR & LEGAL | 40 | $91,418 | $0 | $23,550 | $114,968 | 2 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $10,000 | $0 | $0 | $10,000 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $10,000 | $0 | $0 | $10,000 | 1 |
| PETER DOUGLAS | DIRECTOR | 1 | $10,000 | $0 | $0 | $10,000 | 2 |
| JANE BUCHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DE RITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARK JP ANSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 16 people listed · 11 paid, $1.9M · 41 employees · 60 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FLORENCE LOMBARD | PRESIDENT & CEO | 40 | $352,118 | $0 | $16,337 | $368,455 | 2 |
| THOMAS PORTER | COO & TREASURER | 40 | $206,412 | $0 | $25,665 | $232,077 | 2 |
| KEITH BLACK | DIRECTOR OF CURRICULUM | 40 | $181,729 | $0 | $24,924 | $206,653 | 2 |
| HOSSEIN KAZEMI | DIRECTOR OF CURRICULUM | 27 | $188,166 | $0 | $8,113 | $196,279 | 2 |
| DONALD CHAMBERS | ASSOCIATE DIRECTOR OF CURRICULUM | 20 | $186,373 | $0 | $5,363 | $191,736 | 1 |
| ROBERT CLICHE | DIRECTOR OF GBD, AMRS | 40 | $139,584 | $0 | $17,587 | $157,171 | 1 |
| KRISTAPS LICIS | SR. ASSOCIATE DIRECTOR OF EXAMS | 40 | $134,224 | $0 | $21,267 | $155,491 | 1 |
| NELSON LACEY | DIRECTOR OF EXAMS | 27 | $147,154 | $0 | $5,105 | $152,259 | 1 |
| BHAVIN PATEL | DIRECTOR OF IT | 40 | $106,080 | $0 | $17,015 | $123,095 | 1 |
| RUTH CAROLAN | DIRECTOR OF HR & LEGAL | 40 | $82,491 | $0 | $22,966 | $105,457 | 2 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $20,000 | $0 | $0 | $20,000 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PETER DOUGLAS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JANE BUCHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ANDREW BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DE RITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
2011 · 16 people listed · 14 paid, $1.8M · 42 employees · 60 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| FLORENCE LOMBARD | PRESIDENT & CEO | 40 | $344,479 | $0 | $14,823 | $359,302 | 2 |
| THOMAS PORTER | TREASURER | 40 | $203,294 | $0 | $12,152 | $215,446 | 2 |
| HOSSEIN KAZEMI | PROG DIRECTOR | 27 | $183,683 | $0 | $6,769 | $190,452 | 2 |
| ROBERT CLICHE | DIRECTOR GBD, AMRS | 40 | $168,347 | $0 | $19,268 | $187,615 | 1 |
| KEITH BLACK | ASSOC DIR OF CIRRICULUM | 40 | $168,225 | $0 | $19,379 | $187,604 | 2 |
| KRISTAPS LICIS | SR. ASSOC DIRECTOR OF EXAMS | 40 | $132,279 | $0 | $16,146 | $148,425 | 1 |
| NELSON LACEY | DIR. OF EXAMS | 27 | $141,298 | $0 | $4,129 | $145,427 | 1 |
| DONALD CHAMBERS | ASSOC DIR OF CIRRICULUM | 40 | $137,327 | $0 | $4,030 | $141,357 | 1 |
| RUTH CAROLAN | SECRETARY | 40 | $76,336 | $0 | $14,558 | $90,894 | 2 |
| EDWARD ASCHE | DIRECTOR | 1 | $27,308 | $0 | $0 | $27,308 | 1 |
| THOMAS SCHNEEWEIS | DIRECTOR | 1 | $20,000 | $0 | $0 | $20,000 | 2 |
| ALEXANDER INEICHEN | DIRECTOR | 1 | $20,000 | $0 | $0 | $20,000 | 1 |
| PETER DOUGLAS | DIRECTOR | 1 | $20,000 | $0 | $0 | $20,000 | 2 |
| JANE BUCHAN | DIRECTOR | 1 | $20,000 | $0 | $0 | $20,000 | 1 |
| ANDREW BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ROBERT DERITO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $1.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON | BLOOMINGTON, MN | EXAM ADMINISTRATION | $273,938 |
| ABILA | DALLAS, TX | CRM SUPPORT | $266,203 |
| BENCHPREP | CHICAGO, IL | CURRICULUM | $266,203 |
| ROONEY PARTNERS | NEW YORK, NY | MARKETING SUPPORT | $163,173 |
| WITH INTELLIGENCE | NEW YORK, NY | PUBLISHING | $125,000 |
2023 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| ADP TOTALSOURCE | MIAMI, FL | PAYROLL AND HR | $483,308 |
| NCS PEARSON | BLOOMINGTON, MN | EXAM ADMINISTRATION | $462,924 |
| ROONEY PARTNERS | NEW YORK, NY | MARKETING SUPPORT | $176,138 |
| ORRICK HERRINGTON & SUTCLIFFE LLP | SAN FRANCISCO, CA | LEGAL SERVICES | $172,998 |
| WITH INTELLIGENCE | NEW YORK, NY | PUBLISHING | $142,489 |
2022 · 5 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| ADP TOTAL SOURCE | MIAMI, FL | PAYROLL AND HR | $410,667 |
| WITH INTELLIGENCE | LONDON | PUBLISHING | $396,800 |
| NCS PEARSON INC | BLOOMINGTON, MN | EXAM ADMINISTRATION | $352,584 |
| ROONEY PARTNERS LLC | NEW YORK, NY | MARKETING SUPPORT | $203,823 |
| ORRICK HERRINGTON & SUTCLIFFE LLP | SAN FRANCISCO, CA | LEGAL SERVICES | $153,457 |
2021 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ADP TOTAL SOURCE | MIAMI, FL | PAYROLL SERVICES | $342,349 |
| NCS PEARSON INC | BLOOMINGTON, MN | EXAM ADMINISTRATION | $319,940 |
| WITH INTELLIGENCE | LONDON | PUBLISHING | $319,581 |
| COMMON MEDIA | GREENSFIELD, MA | IT SUPPORT | $105,100 |
| ROONEY PARTNERS LLC | NEW YORK, NY | MARKETING SUPPORT | $101,313 |
2020 · 4 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON INC | BLOOMINGTON, MN | EXAM ADMINISTRATION | $596,496 |
| ADP TOTAL SOURCE | MIAMI, FL | CONTRACT-PAYROLL SERVICES | $346,942 |
| PAGEANT MEDIA LTD | NEW YORK, NY | PUBLISHER | $240,310 |
| RSM US LLP | NEW YORK, NY | ACCOUNTING | $123,225 |
2019 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| NSC PEARSON INC | CHICAGO, IL | EXAM ADMINISTRATION | $631,217 |
| ADP TOTAL SOURCE | MIAMI, FL | CONTRACT-PAYROLL SERVICES | $321,652 |
| PAGEANT MEDIA LTD | NEW YORK, NY | PUBLISHER | $295,100 |
2018 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON INC | CHICAGO, IL | EXAM ADMINISTRATION | $617,763 |
| PAGEANT MEDIA LTD | NEW YORK, NY | PUBLISHER | $295,025 |
| ADP TOTAL SOURCE | MIAMI, FL | CONTRACT-PAYROLL SERVICES | $275,705 |
| RSM US LLP | CHICAGO, IL | ACCOUNTING SERVICES | $129,976 |
| HOLT CAPITAL ADIVISORS LLC | GEORGETOWN, ONTARIO | CONSULTING | $102,199 |
2017 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON INC | CHICAGO, IL | EXAM ADMINISTRATION | $649,024 |
| INSTITUTIONAL INVESTOR JOURNALS | CHESTERFIELD, MO | PUBLISHER | $295,000 |
| ADP TOTAL SOURCE | MIAMI, FL | CONTRACT-PAYROLL SERVICES | $287,095 |
| IGNITE PAYMENTS LLC | CORAL SPRINGS, FL | MERCHANT SERVICES | $224,556 |
| ELYSIUM LLC | AMHERST, MA | LANDLORD | $212,340 |
2016 · 5 contractors · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON INC | CHICAGO, IL | BOOK PUBLISHER | $697,029 |
| 20TWENTY STRATEGIC CONSULTING | MCLEAN, VA | CONTRACT-CONSULTANT/NETFORUM | $399,478 |
| INSTITUTIONAL INVESTOR JOURNALS | CHESTERFIELD, MO | PUBLISHER | $295,000 |
| IGNITE PAYMENTS LLC | CORAL SPRINGS, FL | MERCHANT SERVICES | $219,276 |
| ADP TOTAL SOURCE | MIAMI, FL | CONTRACT-PAYROLL SVCS | $137,724 |
2015 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON INC | UPPER SADDLE RIVER, NJ | EXAM ADMINISTRATOR | $674,447 |
| INSTITUTIONAL INVESTOR JOURNALS | NEW YORK, NY | MEMBERS JOURNAL PUBLISHING | $346,250 |
| FIRST DATA | CORAL SPRINGS, FL | MERCHANT SERVICES | $197,649 |
2014 · 3 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON INC | UPPER SADDLE RIVER, NJ | EXAM ADMINISTRATOR | $669,866 |
| INSTITUTIONAL INVESTOR JOURNALS | NEW YORK, NY | MEMBERS JOURNAL PUBLISHING | $375,000 |
| MCGLADREY LLP | CHARLESTOWN, MA | AUDIT, TAX, PROJECT MGMT | $133,316 |
2013 · 5 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON INC | EXAM ADMINISTRATOR | $633,379 | |
| INSTITUTIONAL INVESTOR JOURNALS | MEMBERS JOURNAL PUBLISHING | $500,000 | |
| LEFT-CLICK CORPORATION LC ADVANCED | WEBSITE DEVELOPER | $167,756 | |
| QUICKSILVER ASSOCIATES INC | VIDEO EDITING, CONTENT MANAGEMENT | $103,900 | |
| FOXLNSPIRES LLC | MARKETING CONSULTANT | $101,301 |
2012 · 3 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON INC | UPPER SADDLE RIVER, NJ | EXAM ADMINISTRATOR | $710,320 |
| INSTITUTIONAL INVESTOR JOURNALS | NEW YORK, NY | MEMBER SERVICES | $489,330 |
| OPEN CIRCLE | SOUTHLAKE, TX | IT SUPPORT | $152,720 |
2011 · 4 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| NCS PEARSON INC | UPPER SADDLE RIVER, NJ | EXAM ADMINISTRATOR | $669,864 |
| INSTITUTIONAL INVESTOR | NEW YORK, NY | MEMBER SERVICES | $542,302 |
| OPEN CIRCLE | MILL VALLEY, CA | IT | $162,187 |
| TRINITY COMMUNICATIONS | BOSTON, MA | IT | $116,698 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $13,003,658 | $12,492,691 | $9,653,277 | $498,819 | $485,152 | $12,001,046 | $910,776 | 47 | 400 |
| 2023 · Form 990 | ||||||||
| $11,328,305 | $12,790,651 | $8,528,938 | $19,444 | $75,000 | $10,772,788 | $953,334 | 48 | 400 |
| 2022 · Form 990 | ||||||||
| $9,521,517 | $11,251,406 | $9,436,100 | $1,412,690 | $150,000 | $9,085,084 | $1,641,508 | 54 | 400 |
| 2021 · Form 990 | ||||||||
| $9,878,929 | $10,426,795 | $10,766,695 | $3,150,121 | $688,926 | $9,108,477 | $2,094,308 | 48 | 400 |
| 2020 · Form 990 | ||||||||
| $10,681,524 | $10,136,756 | $9,925,273 | $3,713,839 | $0 | $10,585,047 | $202,737 | 49 | 400 |
| 2019 · Form 990 | ||||||||
| $10,943,874 | $11,126,929 | $9,263,798 | $3,258,431 | $0 | $10,751,885 | $755,879 | 59 | 400 |
| 2018 · Form 990 | ||||||||
| $10,316,703 | $10,136,704 | $9,175,566 | $3,468,043 | $10,000 | $10,201,333 | $673,531 | 53 | 375 |
| 2017 · Form 990 | ||||||||
| $9,687,502 | $10,066,583 | $8,236,155 | $3,289,052 | $0 | $9,629,569 | $632,008 | 48 | 350 |
| 2016 · Form 990 | ||||||||
| $10,132,906 | $9,977,639 | $8,810,838 | $3,680,711 | $0 | $10,094,642 | $1,123,276 | 39 | 350 |
| 2015 · Form 990 | ||||||||
| $10,134,280 | $8,816,405 | $8,537,464 | $3,521,312 | $0 | $10,109,449 | $1,085,109 | 43 | 350 |
| 2014 · Form 990 | ||||||||
| $9,510,364 | $8,539,243 | $6,636,413 | $2,196,401 | $0 | $9,435,256 | $1,216,421 | 46 | 100 |
| 2014 · Form 990 | ||||||||
| $9,510,364 | $8,539,243 | $6,636,413 | $2,196,401 | $0 | $9,435,256 | $1,216,421 | 46 | 100 |
| 2013 · Form 990 | ||||||||
| $8,310,679 | $8,717,683 | $5,626,118 | $1,264,811 | $0 | $8,408,268 | $1,161,402 | 39 | 100 |
| 2012 · Form 990 | ||||||||
| $8,864,348 | $9,294,822 | $6,020,777 | $1,700,173 | $0 | $8,824,384 | $1,360,657 | 41 | 60 |
| 2011 · Form 990 | ||||||||
| $7,057,543 | $8,405,109 | $6,131,861 | $2,562,880 | $0 | $7,047,137 | $1,662,576 | 42 | 60 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- CAIA FOUNDATION INC Amherst, MA · 2 people in common (Bradley Ambani, Ruth Carolan) · related organization (Schedule R)
Funders of this organization
1 grantor reported grants to this organization, $10,000 in all, tax years 2017 to 2017. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| CFA INSTITUTE RESEARCH FOUNDATION | Public charity | Exact | 2017 | 1 | $10,000 | 2017 | $10,000 | show |
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| ASCO ASSOCIATION | VA | S41 | $16,561,916 | $16,186,280 | CEO | $1,139,916 | Same NTEE code S41, revenue within 2x |
| INTERNATIONAL INSTITUTE OF BUSINESS ANALYSIS | S41 | $8,115,664 | $8,742,204 | PRESIDENT & CEO | $261,799 | Same NTEE code S41, revenue within 2x | |
| AMERICAN UROLOGICAL ASSOCIATION INC | MD | S41 | $18,962,562 | $14,854,303 | CHIEF EXECUTIVE OFFICER | $963,431 | Same NTEE code S41, revenue within 2x |
| PINELLAS SUNCOAST ASSOCIATION OF REALTORS INC | FL | S41 | $11,943,524 | $8,902,895 | CO-CEO | $566,232 | Same NTEE code S41, revenue within 2x |
| HHT FOUNDATION INTERNATIONAL INC | MD | S41 | $9,841,516 | $7,129,175 | EXECUTIVE DIRECTOR | $234,751 | Same NTEE code S41, revenue within 2x |
| HEALTHCARE BUSINESSWOMENS ASSOCIATION INC | NJ | S41 | $8,462,160 | $9,188,880 | CHIEF EXECUTIVE OFFICER | $428,400 | Same NTEE code S41, revenue within 2x |
| AMERICAN FIRE SPRINKLER ASSOCIATION INC | TX | S41 | $7,973,431 | $7,336,596 | PRESIDENT | $351,295 | Same NTEE code S41, revenue within 2x |
| INTERNATIONAL SIGN ASSOCIATION | VA | S41 | $9,525,421 | $9,081,575 | PRESIDENT/CEO | $615,368 | Same NTEE code S41, revenue within 2x |
| MIDTOWN BUSINESS ASSOCIATION INC | GA | S41 | $23,066,668 | $23,125,392 | President & CEO | $724,203 | Same NTEE code S41, revenue within 2x |
| INTERNATIONAL COACHING FEDERATION GLOBAL ENTERPRISE | KY | S41 | $12,752,496 | $12,734,494 | CHAIR AND BOARD MEMBER | $0 | Same NTEE code S41, revenue within 2x |
| AMERICAN MARKETING ASSOCIATION INC | IL | S41 | $16,825,368 | $17,233,900 | CHIEF EXECUTIVE OFFICER | $500,906 | Same NTEE code S41, revenue within 2x |
| TEXAS OIL AND GAS ASSOCIATION INC | TX | S41 | $9,417,017 | $9,002,405 | PRESIDENT | $1,128,097 | Same NTEE code S41, revenue within 2x |
| NATIONAL ASSOCIATION OF GOVERNMENT GUARANTEED LENDERS NAGGL INC | TX | S41 | $7,423,033 | $7,333,175 | PRESIDENT & CEO | $821,095 | Same NTEE code S41, revenue within 2x |
| ASSOCIATION FOR THE ADVANCEMENT OF MEDICAL INSTRUMENTATION INC | VA | S41 | $19,570,382 | $17,680,768 | PRESIDENT & CEO | $918,441 | Same NTEE code S41, revenue within 2x |
| CALIFORNIA COMMUNITY CHOICE ASSOCIATION | CA | S41 | $9,396,248 | $8,402,302 | GENERAL COUN | $560,290 | Same NTEE code S41, revenue within 2x |
| THE SOCIETY OF INDUSTRIAL AND OFFICE REALTORS | DC | S41 | $9,588,878 | $9,840,766 | CEO | $1,050,477 | Same NTEE code S41, revenue within 2x, similar mission |
| INTERNATIONAL ASSOCIATION OF EXHIBITIONS AND EVENTS | TX | S41 | $7,474,206 | $6,647,512 | PRESIDENT & CEO | $345,587 | Same NTEE code S41, revenue within 2x |
| MLCOMMONS ASSOCIATION | DE | S41 | $7,816,648 | $8,165,715 | PRESIDENT | $0 | Same NTEE code S41, revenue within 2x |
| ELECTRONIC COMPONENTS INDUSTRY ASSOCIATION INC | GA | S41 | $6,746,238 | $5,600,619 | President & CEO | $384,852 | Same NTEE code S41, revenue within 2x |
| ASSOCIATION OF DENTAL SUPPORT ORGANIZATIONS | DC | S41 | $9,240,706 | $9,650,884 | EXECUTIVE DIRECTOR | $687,631 | Same NTEE code S41, revenue within 2x |
| GREATER NEW YORK AUTOMOBILE DEALERS ASSOCIATION | NY | S41 | $13,643,004 | $13,020,170 | PRESIDENT | $1,328,127 | Same NTEE code S41, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $12,492,691 spent · pay $5,847,207 · grants $0 · events $262,210
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,983,847 | - | - | - | 31.9% | |
| Fees: management | $1,955,584 | - | - | - | 15.7% | |
| Other (as described) | EXAM ADMINISTRATION | $963,907 | - | - | - | 7.7% |
| Pay: officers, directors, trustees, key employees | $910,776 | - | - | - | 7.3% | |
| Fees: other services | $794,711 | - | - | - | 6.4% | |
| Information technology | $561,977 | - | - | - | 4.5% | |
| Payroll taxes | $501,820 | - | - | - | 4.0% | |
| Other (as described) | CHAPTER SERVICES | $473,627 | - | - | - | 3.8% |
| Other employee benefits | $347,673 | - | - | - | 2.8% | |
| Travel | $335,548 | - | - | - | 2.7% | |
| Office expenses | $322,616 | - | - | - | 2.6% | |
| Conferences, conventions and meetings | $262,210 | - | - | - | 2.1% | |
| Fees: legal | $182,590 | - | - | - | 1.5% | |
| Fees: accounting | $175,355 | - | - | - | 1.4% | |
| Other (as described) | CURRICULUM | $174,925 | - | - | - | 1.4% |
| Occupancy | $132,868 | - | - | - | 1.1% | |
| Pension plan contributions | $103,091 | - | - | - | 0.8% | |
| Other (as described) | MEMBER SERVICES | $100,160 | - | - | - | 0.8% |
| Insurance | $92,682 | - | - | - | 0.7% | |
| Advertising and promotion | $64,950 | - | - | - | 0.5% | |
| Fees: investment management | $30,147 | - | - | - | 0.2% | |
| All other expenses | $20,540 | - | - | - | 0.2% | |
| Depreciation and depletion | $1,087 | - | - | - | 0.0% | |
| Total | $12,492,691 | 100% |
2023 · Form 990 · $12,790,651 spent · pay $5,838,934 · grants $0 · events $308,155
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,820,050 | - | - | - | 29.9% | |
| Fees: management | $2,131,383 | - | - | - | 16.7% | |
| Pay: officers, directors, trustees, key employees | $953,334 | - | - | - | 7.5% | |
| Fees: other services | $900,404 | - | - | - | 7.0% | |
| Other (as described) | EXAM ADMINISTRATION | $889,103 | - | - | - | 7.0% |
| Information technology | $504,909 | - | - | - | 3.9% | |
| Payroll taxes | $484,685 | - | - | - | 3.8% | |
| Other employee benefits | $414,115 | - | - | - | 3.2% | |
| Other (as described) | CHAPTER SERVICES | $365,934 | - | - | - | 2.9% |
| Travel | $355,168 | - | - | - | 2.8% | |
| Conferences, conventions and meetings | $308,155 | - | - | - | 2.4% | |
| Fees: legal | $258,954 | - | - | - | 2.0% | |
| Other (as described) | CURRICULUM | $222,984 | - | - | - | 1.7% |
| Office expenses | $186,993 | - | - | - | 1.5% | |
| Pension plan contributions | $166,750 | - | - | - | 1.3% | |
| All other expenses | $164,042 | - | - | - | 1.3% | |
| Other (as described) | MEMBER SERVICES | $162,293 | - | - | - | 1.3% |
| Occupancy | $153,741 | - | - | - | 1.2% | |
| Fees: accounting | $139,963 | - | - | - | 1.1% | |
| Insurance | $107,661 | - | - | - | 0.8% | |
| Advertising and promotion | $81,600 | - | - | - | 0.6% | |
| Fees: investment management | $16,673 | - | - | - | 0.1% | |
| Depreciation and depletion | $1,757 | - | - | - | 0.0% | |
| Total | $12,790,651 | 100% |
2022 · Form 990 · $11,251,406 spent · pay $5,562,751 · grants $0 · events $142,260
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,148,460 | - | - | - | 28.0% | |
| Fees: management | $1,701,133 | - | - | - | 15.1% | |
| Pay: officers, directors, trustees, key employees | $1,641,508 | - | - | - | 14.6% | |
| Other (as described) | EXAM ADMINISTRATION | $752,826 | - | - | - | 6.7% |
| Fees: other services | $710,508 | - | - | - | 6.3% | |
| Other (as described) | MEMBER SERVICES | $411,060 | - | - | - | 3.7% |
| Payroll taxes | $410,769 | - | - | - | 3.7% | |
| Information technology | $408,700 | - | - | - | 3.6% | |
| Other employee benefits | $360,144 | - | - | - | 3.2% | |
| Travel | $289,363 | - | - | - | 2.6% | |
| Office expenses | $262,143 | - | - | - | 2.3% | |
| Fees: legal | $244,618 | - | - | - | 2.2% | |
| Other (as described) | CHAPTER SERVICES | $211,040 | - | - | - | 1.9% |
| Occupancy | $151,618 | - | - | - | 1.3% | |
| Conferences, conventions and meetings | $142,260 | - | - | - | 1.3% | |
| Fees: accounting | $118,959 | - | - | - | 1.1% | |
| Advertising and promotion | $70,411 | - | - | - | 0.6% | |
| Other (as described) | RECRUITING | $68,191 | - | - | - | 0.6% |
| Insurance | $66,997 | - | - | - | 0.6% | |
| All other expenses | $49,923 | - | - | - | 0.4% | |
| Fees: investment management | $16,090 | - | - | - | 0.1% | |
| Depreciation and depletion | $12,815 | - | - | - | 0.1% | |
| Pension plan contributions | $1,870 | - | - | - | 0.0% | |
| Total | $11,251,406 | 100% |
2021 · Form 990 · $10,426,795 spent · pay $5,184,622 · grants $0 · events $74,905
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,469,647 | - | - | - | 23.7% | |
| Pay: officers, directors, trustees, key employees | $2,094,308 | - | - | - | 20.1% | |
| Fees: management | $1,581,878 | - | - | - | 15.2% | |
| Fees: other services | $833,882 | - | - | - | 8.0% | |
| Other (as described) | EXAM ADMINISTRATION | $809,871 | - | - | - | 7.8% |
| Information technology | $410,881 | - | - | - | 3.9% | |
| Payroll taxes | $327,927 | - | - | - | 3.1% | |
| Other (as described) | MEMBER SERVICES | $313,068 | - | - | - | 3.0% |
| Occupancy | $255,983 | - | - | - | 2.5% | |
| Office expenses | $238,752 | - | - | - | 2.3% | |
| Other employee benefits | $171,404 | - | - | - | 1.6% | |
| Fees: accounting | $153,609 | - | - | - | 1.5% | |
| Pension plan contributions | $121,336 | - | - | - | 1.2% | |
| Other (as described) | RECRUITING | $111,467 | - | - | - | 1.1% |
| Advertising and promotion | $108,297 | - | - | - | 1.0% | |
| Travel | $85,285 | - | - | - | 0.8% | |
| Fees: legal | $80,983 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $74,905 | - | - | - | 0.7% | |
| Insurance | $49,824 | - | - | - | 0.5% | |
| All other expenses | $46,209 | - | - | - | 0.4% | |
| Other (as described) | WEBSITE | $40,861 | - | - | - | 0.4% |
| Depreciation and depletion | $30,152 | - | - | - | 0.3% | |
| Fees: investment management | $16,266 | - | - | - | 0.2% | |
| Total | $10,426,795 | 100% |
2020 · Form 990 · $10,136,756 spent · pay $5,136,295 · grants $0 · events $79,598
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $4,177,323 | - | - | - | 41.2% | |
| Fees: management | $1,557,089 | - | - | - | 15.4% | |
| Other (as described) | EXAM ADMINISTRATION | $947,436 | - | - | - | 9.3% |
| Fees: other services | $666,541 | - | - | - | 6.6% | |
| Information technology | $400,637 | - | - | - | 4.0% | |
| Payroll taxes | $388,204 | - | - | - | 3.8% | |
| Other (as described) | MEMBER SERVICES | $261,215 | - | - | - | 2.6% |
| Other employee benefits | $252,714 | - | - | - | 2.5% | |
| Occupancy | $243,703 | - | - | - | 2.4% | |
| Pay: officers, directors, trustees, key employees | $202,737 | - | - | - | 2.0% | |
| Office expenses | $169,404 | - | - | - | 1.7% | |
| Fees: accounting | $147,452 | - | - | - | 1.5% | |
| Fees: legal | $133,466 | - | - | - | 1.3% | |
| Pension plan contributions | $115,317 | - | - | - | 1.1% | |
| Advertising and promotion | $109,238 | - | - | - | 1.1% | |
| Other (as described) | RECRUITING | $81,972 | - | - | - | 0.8% |
| Travel | $80,906 | - | - | - | 0.8% | |
| Conferences, conventions and meetings | $79,598 | - | - | - | 0.8% | |
| Depreciation and depletion | $48,356 | - | - | - | 0.5% | |
| Other (as described) | CHAPTER SERVICES | $31,512 | - | - | - | 0.3% |
| Insurance | $25,236 | - | - | - | 0.2% | |
| Fees: investment management | $11,921 | - | - | - | 0.1% | |
| All other expenses | $4,779 | - | - | - | 0.0% | |
| Total | $10,136,756 | 100% |
2019 · Form 990 · $11,126,929 spent · pay $4,760,119 · grants $0 · events $82,333
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,295,414 | - | - | - | 29.6% | |
| Fees: management | $2,090,694 | - | - | - | 18.8% | |
| Other (as described) | EXAM ADMINISTRATION | $1,297,118 | - | - | - | 11.7% |
| Pay: officers, directors, trustees, key employees | $755,879 | - | - | - | 6.8% | |
| Fees: other services | $690,407 | - | - | - | 6.2% | |
| Information technology | $371,623 | - | - | - | 3.3% | |
| Payroll taxes | $369,157 | - | - | - | 3.3% | |
| Travel | $321,450 | - | - | - | 2.9% | |
| Other (as described) | MEMBER SERVICES | $311,763 | - | - | - | 2.8% |
| Occupancy | $248,856 | - | - | - | 2.2% | |
| Other employee benefits | $229,980 | - | - | - | 2.1% | |
| Office expenses | $194,651 | - | - | - | 1.7% | |
| Other (as described) | CHAPTER SERVICES | $156,755 | - | - | - | 1.4% |
| Depreciation and depletion | $146,597 | - | - | - | 1.3% | |
| Fees: accounting | $132,837 | - | - | - | 1.2% | |
| Advertising and promotion | $130,863 | - | - | - | 1.2% | |
| Pension plan contributions | $109,689 | - | - | - | 1.0% | |
| Fees: legal | $97,040 | - | - | - | 0.9% | |
| Conferences, conventions and meetings | $82,333 | - | - | - | 0.7% | |
| Other (as described) | RECRUITING | $38,180 | - | - | - | 0.3% |
| Insurance | $26,902 | - | - | - | 0.2% | |
| All other expenses | $17,194 | - | - | - | 0.2% | |
| Fees: investment management | $11,547 | - | - | - | 0.1% | |
| Total | $11,126,929 | 100% |
2018 · Form 990 · $10,136,704 spent · pay $4,484,630 · grants $0 · events $134,887
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,216,687 | - | - | - | 31.7% | |
| Fees: management | $1,722,269 | - | - | - | 17.0% | |
| Other (as described) | EXAM ADMINISTRATION | $1,177,578 | - | - | - | 11.6% |
| Pay: officers, directors, trustees, key employees | $673,531 | - | - | - | 6.6% | |
| Fees: other services | $418,916 | - | - | - | 4.1% | |
| Information technology | $343,862 | - | - | - | 3.4% | |
| Payroll taxes | $341,876 | - | - | - | 3.4% | |
| Other (as described) | MEMBER SERVICES | $308,078 | - | - | - | 3.0% |
| Travel | $278,586 | - | - | - | 2.7% | |
| Other (as described) | CHAPTER SERVICES | $239,130 | - | - | - | 2.4% |
| Occupancy | $233,522 | - | - | - | 2.3% | |
| Office expenses | $202,924 | - | - | - | 2.0% | |
| Depreciation and depletion | $181,744 | - | - | - | 1.8% | |
| Other employee benefits | $175,433 | - | - | - | 1.7% | |
| Conferences, conventions and meetings | $134,887 | - | - | - | 1.3% | |
| Fees: legal | $130,296 | - | - | - | 1.3% | |
| Advertising and promotion | $97,505 | - | - | - | 1.0% | |
| Fees: accounting | $97,429 | - | - | - | 1.0% | |
| Pension plan contributions | $77,103 | - | - | - | 0.8% | |
| Other (as described) | RECRUITING | $32,226 | - | - | - | 0.3% |
| Insurance | $22,220 | - | - | - | 0.2% | |
| All other expenses | $21,575 | - | - | - | 0.2% | |
| Fees: investment management | $9,327 | - | - | - | 0.1% | |
| Total | $10,136,704 | 100% |
2017 · Form 990 · $10,066,583 spent · pay $4,313,322 · grants $0 · events $128,710
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,059,170 | - | - | - | 30.4% | |
| Other (as described) | MANAGEMENT FEE | $1,543,911 | - | - | - | 15.3% |
| Other (as described) | EXAM ADMINISTRATION | $1,249,154 | - | - | - | 12.4% |
| Pay: officers, directors, trustees, key employees | $632,008 | - | - | - | 6.3% | |
| Fees: other services | $374,453 | - | - | - | 3.7% | |
| Travel | $366,892 | - | - | - | 3.6% | |
| Payroll taxes | $334,468 | - | - | - | 3.3% | |
| Other (as described) | CHAPTER SERVICES | $328,239 | - | - | - | 3.3% |
| Other (as described) | MEMBER SERVICES | $311,984 | - | - | - | 3.1% |
| Information technology | $267,386 | - | - | - | 2.7% | |
| Depreciation and depletion | $255,697 | - | - | - | 2.5% | |
| Office expenses | $237,245 | - | - | - | 2.4% | |
| Occupancy | $232,039 | - | - | - | 2.3% | |
| Fees: legal | $231,011 | - | - | - | 2.3% | |
| Other employee benefits | $205,973 | - | - | - | 2.0% | |
| Conferences, conventions and meetings | $128,710 | - | - | - | 1.3% | |
| Pension plan contributions | $81,703 | - | - | - | 0.8% | |
| All other expenses | $69,084 | - | - | - | 0.7% | |
| Advertising and promotion | $61,742 | - | - | - | 0.6% | |
| Fees: accounting | $52,482 | - | - | - | 0.5% | |
| Insurance | $33,722 | - | - | - | 0.3% | |
| Fees: investment management | $9,510 | - | - | - | 0.1% | |
| Total | $10,066,583 | 100% |
2016 · Form 990 · $9,977,639 spent · pay $4,112,984 · grants $0 · events $198,998
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,399,264 | - | - | - | 24.0% | |
| Other (as described) | MANAGEMENT FEE | $1,529,849 | - | - | - | 15.3% |
| Other (as described) | EXAM ADMINISTRATION | $1,263,656 | - | - | - | 12.7% |
| Pay: officers, directors, trustees, key employees | $1,123,276 | - | - | - | 11.3% | |
| Information technology | $451,074 | - | - | - | 4.5% | |
| Travel | $383,231 | - | - | - | 3.8% | |
| Other (as described) | CHAPTER SERVICES | $350,994 | - | - | - | 3.5% |
| Fees: other services | $314,696 | - | - | - | 3.2% | |
| Other (as described) | MEMBER SERVICES | $301,470 | - | - | - | 3.0% |
| Payroll taxes | $290,581 | - | - | - | 2.9% | |
| Occupancy | $232,754 | - | - | - | 2.3% | |
| Conferences, conventions and meetings | $198,998 | - | - | - | 2.0% | |
| Other employee benefits | $198,926 | - | - | - | 2.0% | |
| Depreciation and depletion | $194,275 | - | - | - | 1.9% | |
| Fees: legal | $193,253 | - | - | - | 1.9% | |
| Office expenses | $191,294 | - | - | - | 1.9% | |
| Fees: accounting | $119,791 | - | - | - | 1.2% | |
| Pension plan contributions | $100,937 | - | - | - | 1.0% | |
| Advertising and promotion | $61,839 | - | - | - | 0.6% | |
| Insurance | $32,822 | - | - | - | 0.3% | |
| All other expenses | $32,497 | - | - | - | 0.3% | |
| Fees: investment management | $12,162 | - | - | - | 0.1% | |
| Total | $9,977,639 | 100% |
2015 · Form 990 · $8,816,405 spent · pay $3,808,730 · grants $0 · events $186,229
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,220,730 | - | - | - | 25.2% | |
| Other (as described) | MANAGEMENT FEE | $1,350,806 | - | - | - | 15.3% |
| Other (as described) | EXAM ADMINISTRATION | $1,129,662 | - | - | - | 12.8% |
| Pay: officers, directors, trustees, key employees | $1,085,109 | - | - | - | 12.3% | |
| Other (as described) | MEMBER SERVICES | $315,070 | - | - | - | 3.6% |
| Travel | $304,467 | - | - | - | 3.5% | |
| Other (as described) | CHAPTER SERVICES | $270,058 | - | - | - | 3.1% |
| Payroll taxes | $256,099 | - | - | - | 2.9% | |
| Information technology | $245,213 | - | - | - | 2.8% | |
| Occupancy | $229,214 | - | - | - | 2.6% | |
| Other employee benefits | $196,402 | - | - | - | 2.2% | |
| Conferences, conventions and meetings | $186,229 | - | - | - | 2.1% | |
| Depreciation and depletion | $177,335 | - | - | - | 2.0% | |
| Office expenses | $174,640 | - | - | - | 2.0% | |
| Fees: legal | $174,357 | - | - | - | 2.0% | |
| Fees: other services | $143,353 | - | - | - | 1.6% | |
| Fees: accounting | $131,573 | - | - | - | 1.5% | |
| Advertising and promotion | $91,310 | - | - | - | 1.0% | |
| All other expenses | $76,726 | - | - | - | 0.9% | |
| Pension plan contributions | $50,390 | - | - | - | 0.6% | |
| Fees: investment management | $7,662 | - | - | - | 0.1% | |
| Total | $8,816,405 | 100% |
2014 · Form 990 · $8,539,243 spent · pay $3,677,804 · grants $0 · events $100,327
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,985,159 | - | - | - | 23.2% | |
| Pay: officers, directors, trustees, key employees | $1,216,421 | - | - | - | 14.2% | |
| Other (as described) | MANAGEMENT FEE | $1,165,209 | - | - | - | 13.6% |
| Other (as described) | EXAM ADMINISTRATION | $1,107,680 | - | - | - | 13.0% |
| Other (as described) | MEMBER SERVICES | $554,860 | - | - | - | 6.5% |
| All other expenses | $382,673 | - | - | - | 4.5% | |
| Information technology | $267,822 | - | - | - | 3.1% | |
| Payroll taxes | $248,603 | - | - | - | 2.9% | |
| Occupancy | $244,685 | - | - | - | 2.9% | |
| Other (as described) | CHAPTER SERVICES | $227,099 | - | - | - | 2.7% |
| Fees: legal | $193,400 | - | - | - | 2.3% | |
| Other employee benefits | $185,971 | - | - | - | 2.2% | |
| Depreciation and depletion | $170,810 | - | - | - | 2.0% | |
| Fees: other services | $115,601 | - | - | - | 1.4% | |
| Office expenses | $106,178 | - | - | - | 1.2% | |
| Conferences, conventions and meetings | $100,327 | - | - | - | 1.2% | |
| Travel | $75,583 | - | - | - | 0.9% | |
| Fees: accounting | $68,386 | - | - | - | 0.8% | |
| Advertising and promotion | $53,569 | - | - | - | 0.6% | |
| Pension plan contributions | $41,650 | - | - | - | 0.5% | |
| Insurance | $21,882 | - | - | - | 0.3% | |
| Fees: investment management | $5,675 | - | - | - | 0.1% | |
| Total | $8,539,243 | 100% |
2013 · Form 990 · $8,717,683 spent · pay $3,260,616 · grants $0 · events $149,660
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,710,379 | - | - | - | 19.6% | |
| Pay: officers, directors, trustees, key employees | $1,161,402 | - | - | - | 13.3% | |
| Other (as described) | MANAGEMENT FEE | $1,120,893 | - | - | - | 12.9% |
| Other (as described) | EXAM ADMINISTRATION | $1,053,457 | - | - | - | 12.1% |
| All other expenses | $699,273 | - | - | - | 8.0% | |
| Other (as described) | MEMBER SERVICES | $526,836 | - | - | - | 6.0% |
| Information technology | $383,206 | - | - | - | 4.4% | |
| Fees: other services | $370,911 | - | - | - | 4.3% | |
| Depreciation and depletion | $260,126 | - | - | - | 3.0% | |
| Other (as described) | CHAPTER SERVICES | $213,553 | - | - | - | 2.4% |
| Fees: legal | $209,980 | - | - | - | 2.4% | |
| Payroll taxes | $199,288 | - | - | - | 2.3% | |
| Occupancy | $167,495 | - | - | - | 1.9% | |
| Conferences, conventions and meetings | $149,660 | - | - | - | 1.7% | |
| Other employee benefits | $148,941 | - | - | - | 1.7% | |
| Travel | $92,294 | - | - | - | 1.1% | |
| Fees: accounting | $84,466 | - | - | - | 1.0% | |
| Advertising and promotion | $57,222 | - | - | - | 0.7% | |
| Office expenses | $43,763 | - | - | - | 0.5% | |
| Pension plan contributions | $40,606 | - | - | - | 0.5% | |
| Insurance | $17,158 | - | - | - | 0.2% | |
| Fees: investment management | $6,774 | - | - | - | 0.1% | |
| Total | $8,717,683 | 100% |
2012 · Form 990 · $9,294,822 spent · pay $3,860,328 · grants $0 · events $271,453
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,088,266 | - | - | - | 22.5% | |
| Pay: officers, directors, trustees, key employees | $1,360,657 | - | - | - | 14.6% | |
| Other (as described) | MANAGEMENT FEE | $1,172,372 | - | - | - | 12.6% |
| Other (as described) | EXAM ADMINISTRATION | $1,130,144 | - | - | - | 12.2% |
| Other (as described) | MEMBER SERVICES | $556,810 | - | - | - | 6.0% |
| Information technology | $391,410 | - | - | - | 4.2% | |
| All other expenses | $375,457 | - | - | - | 4.0% | |
| Occupancy | $294,019 | - | - | - | 3.2% | |
| Depreciation and depletion | $284,077 | - | - | - | 3.1% | |
| Conferences, conventions and meetings | $271,453 | - | - | - | 2.9% | |
| Fees: other services | $265,392 | - | - | - | 2.9% | |
| Payroll taxes | $217,741 | - | - | - | 2.3% | |
| Travel | $210,923 | - | - | - | 2.3% | |
| Other employee benefits | $159,992 | - | - | - | 1.7% | |
| Other (as described) | CHAPTER SERVICES | $147,135 | - | - | - | 1.6% |
| Fees: legal | $88,677 | - | - | - | 1.0% | |
| Advertising and promotion | $87,518 | - | - | - | 0.9% | |
| Fees: accounting | $81,900 | - | - | - | 0.9% | |
| Office expenses | $60,881 | - | - | - | 0.7% | |
| Pension plan contributions | $33,672 | - | - | - | 0.4% | |
| Insurance | $12,049 | - | - | - | 0.1% | |
| Fees: investment management | $4,194 | - | - | - | 0.0% | |
| Interest | $83 | - | - | - | 0.0% | |
| Total | $9,294,822 | 100% |
2011 · Form 990 · $8,405,109 spent · pay $3,519,496 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $1,662,576 | - | - | - | 19.8% | |
| Other salaries and wages | $1,347,301 | - | - | - | 16.0% | |
| Other (as described) | MANAGEMENT FEES | $817,191 | - | - | - | 9.7% |
| Other (as described) | MEMBER SERVICES | $766,731 | - | - | - | 9.1% |
| Other (as described) | EXAM ADMINISTRATION FEE | $717,918 | - | - | - | 8.5% |
| All other expenses | $602,088 | - | - | - | 7.2% | |
| Other (as described) | INDUSTRY RELATION AND O | $396,256 | - | - | - | 4.7% |
| Advertising and promotion | $324,817 | - | - | - | 3.9% | |
| Depreciation and depletion | $288,028 | - | - | - | 3.4% | |
| Information technology | $282,058 | - | - | - | 3.4% | |
| Travel | $252,762 | - | - | - | 3.0% | |
| Occupancy | $232,064 | - | - | - | 2.8% | |
| Other employee benefits | $226,382 | - | - | - | 2.7% | |
| Payroll taxes | $198,447 | - | - | - | 2.4% | |
| Fees: legal | $103,006 | - | - | - | 1.2% | |
| Pension plan contributions | $84,790 | - | - | - | 1.0% | |
| Office expenses | $47,792 | - | - | - | 0.6% | |
| Fees: accounting | $32,050 | - | - | - | 0.4% | |
| Insurance | $22,852 | - | - | - | 0.3% | |
| Total | $8,405,109 | 100% |
Trademarks
22 US trademarks, 20 live.
- Chartered Alternative Investment Analyst Association, Inc. 22 marks, MA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| CAIA. .NXT | 99764848 | 2026-04-15 | Pending application | TRTDXFAP, file of 2026-10-16 |
| CAIA.NXT | 99252526 | 2025-06-25 | Pending application | TRTDXFAP, file of 2026-06-18 |
| NEXT IS HERE | 99019922 | 2025-01-27 | Registered | TRTDXFAP, file of 2026-02-01 |
| THE QUARTERLY MARK | 98115805 | 2023-08-03 | Abandoned | TRTYRAP, file of 2026-04-03 |
| ALTSDC | 97796208 | 2023-02-15 | Registered | TRTDXFAP, file of 2026-02-01 |
| ALTSMIA | 97792510 | 2023-02-13 | Registered | TRTDXFAP, file of 2026-02-01 |
| ALTSSEA | 97792508 | 2023-02-13 | Registered | TRTDXFAP, file of 2026-02-01 |
| ALTSNY | 97792504 | 2023-02-13 | Registered | TRTDXFAP, file of 2026-02-01 |
| ALTSTX | 97792174 | 2023-02-13 | Registered | TRTDXFAP, file of 2026-02-01 |
| ALTSCHI | 97792053 | 2023-02-13 | Registered | TRTDXFAP, file of 2026-02-01 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments